Black Diamond combines high-tech with high-touch to provide a confidential and specialized implementation process designed to help advisors start their own independent RIA. Our unique process will have you ready to service clients before you breakaway.
Hear from leadership of the Black Diamond® Wealth Platform's Implementation and Client Support Teams, as they discuss how we provide a confidential and specialized implementation model specifically for advisors that are breaking away to start an independent RIA. Between our tailored, phased approach for implementation to the on-going, personalized attention from a dedicated service team, we ensure your newly independent RIA is ready to provide your clients with an exceptional level of service from day-one.
The Journey to Independence
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